全球宏观展望与策略：全球利率、大宗商品、货币与新兴市场-Global Macro Outlook and Strategy_ Global Rates, Commodities, Currencies and Emerging Markets
2025-09-15 01:49
Global Markets Strategy September 9th, 2025 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. {[{xTcfaSlj-ZSQMv-ljRpIM1cdTniad0wIgliGy6p4MvMZ-KGDagPNZQ}]} Overall summary US Rates Risks to the front end remain biased lower given labor market weakness, as lingering Fed independence concerns p ...